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JPMorgan Chase
JPM

Overview Fund Activity

2,603 hedge funds and large institutions have $270B invested in JPMorgan Chase in 2019 Q3 according to their latest regulatory filings, with 89 funds opening new positions, 1,120 increasing their positions, 1,116 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,603
Holders Change
-27
Holders Change %
-1.03%
% of All Funds
57.17%
Holding in Top 10
663
Holding in Top 10 Change
+58
Holding in Top 10 Change %
+9.59%
% of All Funds
14.56%
New
89
Increased
1,120
Reduced
1,116
Closed
95
Calls
$3.4B
Puts
$5.15B
Net Calls
-$1.75B
Net Calls Change
-$630M

Top Buyers

1
Boston Partners
1
Boston Partners
Massachusetts
$1.2B
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$5.08B
3
Capital International Investors
3
Capital International Investors
California
$3.1B
4
Capital World Investors
4
Capital World Investors
California
$9.57B
5
Victory Capital Management
5
Victory Capital Management
Texas
$277M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$6.51B
2
BlackRock
2
BlackRock
New York
$24.9B
3
Dodge & Cox
3
Dodge & Cox
California
$2.51B
4
Bank of America
4
Bank of America
North Carolina
$6.41B
5
State Street
5
State Street
Massachusetts
$17.2B
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
251
MUFG Americas
New York
$74.7M -$873K -7,421 -1%
OAM
252
Oppenheimer Asset Management
New York
$74.6M +$102K +867 +0.1%
TF
253
TIAA FSB
Florida
$74.6M +$1.47M +12,486 +2%
NEAM
254
New England Asset Management
Connecticut
$74.3M -$406K -3,450 -0.5%
BCIM
255
British Columbia Investment Management
British Columbia, Canada
$74.2M -$22.8M -193,881 -24%
CCMG
256
Clark Capital Management Group
Pennsylvania
$73.8M +$969K +8,236 +1%
ERSOT
257
Employees Retirement System of Texas
Texas
$73.3M +$6.88M +58,500 +10%
BMO
258
Beck Mack & Oliver
New York
$71.6M -$2.17M -18,473 -3%
URS
259
Utah Retirement Systems
Utah
$71.2M -$1.14M -9,700 -2%
WT
260
Whittier Trust
California
$70.5M +$1.48M +12,592 +2%
TPSF
261
Texas Permanent School Fund
Texas
$70.1M -$3.53M -29,994 -5%
Connor, Clark & Lunn Investment Management (CC&L)
262
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$70M -$5.26M -44,672 -7%
Mitsubishi UFJ Asset Management
263
Mitsubishi UFJ Asset Management
Japan
$69.6M +$926K +7,868 +1%
FCM
264
Flinton Capital Management
Pennsylvania
$69.2M +$6.66M +56,616 +11%
GI
265
GAMCO Investors
Connecticut
$67.6M -$7.45M -63,321 -10%
HPC
266
HM Payson & Co
Maine
$67.5M +$2.77M +23,502 +4%
PNC
267
Park National Corp
Ohio
$67M -$731K -6,215 -1%
MNG
268
Manning & Napier Group
New York
$66.6M -$179K -1,520 -0.3%
CLOS
269
Compagnie Lombard Odier SCmA
Switzerland
$66.5M +$2.16M +18,323 +3%
Teacher Retirement System of Texas
270
Teacher Retirement System of Texas
Texas
$66.4M -$2.31M -19,655 -3%
AIA
271
Avalon Investment & Advisory
Texas
$65M +$7.58M +64,388 +13%
PC
272
Packer & Co
Australia
$64.8M -$4.71M -40,000 -7%
PCA
273
Personal Capital Advisors
California
$64.6M +$3.59M +30,477 +6%
Fiera Capital (Canada)
274
Fiera Capital (Canada)
Quebec, Canada
$64.1M -$8.28M -70,359 -11%
Creative Planning
275
Creative Planning
Kansas
$64.1M -$1.2M -10,210 -2%
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